Rollovers From Employer-Sponsored Retirement Plans

Tax 1If you withdraw cash or other assets from an employer-sponsored retirement plan (“employer plan”) in an “eligible rollover distribution,” (defined below) you can defer paying tax on the distribution by rolling all or part of it over to another employer plan or to a traditional IRA . You don’t include the amount rolled over in your income until you receive it in a distribution from the recipient plan or IRA.

Download (PDF, Unknown)